MOIL Ltd: Plans to Double Output Well Supported
​India's largest manganese ore producer, MOIL, plans significant investments to support expansion and modernization efforts, maintaining a...
443 Views
Jain Resource Recycling Pre-IPO - Robust Growth but Inorganic Moves Lack Full Value
Jain Resource Recycling is looking to raise about US$142m in its India IPO. In this note, we take a quick look at the past performance.
396 Views
MOIL: 80% of Market Cap in Cash, Serial Buybacks and 40% EBITDA Margins
Moil Ltd (MOIL IN) the Indian manganese ore producing PSU presents a great opportunity in this current environment where consensus is pessimistic...
497 Views
RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Â Our...
358 Views